RALEIGH, N.C., Dec. 19, 2017 /PRNewswire/ -- InvestmentNews has recognized Greg Friedman, MS, CFP®, as a 2017 Icons and Innovators honoree. Greg was chosen from more than several hundred nominations to make the list of 18 Innovators and two Icons.
Each of the advisers and executives who made the second annual InvestmentNews Icons and Innovators list were chosen from a rigorous selection process designed to identify individuals who contributed profoundly and consistently to the advancement of the financial advice profession and for conceiving new ideas and tools that have propelled the industry forward.
"This honor would not have been possible without the inspiration and hard work from my partners and fellow colleagues, for whom I have deep respect, and have worked tirelessly with to arm advisors with the technology, tools, and best practices needed to face today's challenges head on," said Friedman, Co-Founder of Junxure.
"The individuals recognized in this year's report have carried the financial advice profession forward and they've done it on the backs of their great ideas," said Frederick P. Gabriel Jr., editor of InvestmentNews. "Our hope is that their stories will inspire others to bring forward the next big idea that powers the financial advice industry into a new era."
Greg Friedman will officially receive the award at the InvestmentNews Icons and Innovators Luncheon on April 18th at the University Club in New York City.
"We put this list together every year because we believe nothing is more crucial to the future of this profession than innovation," said Mr. Gabriel. "As our profession continues to adapt to new pricing models, shifting client (and adviser) demographics, and new regulatory standards, it is more important than ever to embrace the power of innovation."
To learn more about Greg Friedman, the 2017 winners, awards and the luncheon, please go to investmentnews.com/icons.
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 12,000 active users and a client retention rate of 96%. Greg Friedman serves as both President of Junxure as well as President of Private Ocean, one of the West Coast's most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman's day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit www.junxure.com.